Deferred Compensation News and Updates

Deferred Compensation News brings you the latest information and insights on 409A nonqualified deferred compensation; institutional COLI, BOLI, and ICOLI; tax-and cost-efficient non-COLI funding strategies; low-cost tax managed non-COLI asset/liability designs; executive benefits benchmarking; succession planning and timely issues of executive pay and benefits. 
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July 12, 2022

Employee Stock Ownership Plans (ESOP) in Succession Planning

employee stock ownership plans

A company that seeks to protect the assets of the organization and the interests of valued employees may choose an employee stock ownership plan as a key part of its succession planning. Attorneys Greg Daugherty and Rich Helmreich of Porter Wright have provided us this deep dive look into seller liability in the event of possible Employee Retirement Income Security Act (ERISA) missteps that could occur in the execution of an employee stock ownership plan.
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June 01, 2021

June Benefits Deadlines

employee stock ownership plans

Just when you needed a window for scheduling some time off, June rolls in with a shorter than usual checklist of health and retirement benefits deadlines to meet. Thank you, as always, to our friends at IslerDare PC for providing us timely reminders and permitting us to share them with readers of Deferred Compensation News.
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March 18, 2021

IRC Section 162(m): Time to Update Executive Compensation Practices Now

employee stock ownership plans

For public companies, the time to update executive compensation practices is now: Final regulations issued under IRC Section 162(m) and ARPA further expands class of covered employees.
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Featured image for “March Compliance Deadlines for Retirement and Other Benefit Plans”
March 05, 2021

March Compliance Deadlines for Retirement and Other Benefit Plans

employee stock ownership plans

Compliance deadlines for retirement, health & welfare benefit plans are coming up fast with a few already passed. Use this checklist to track what’s ahead.
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Featured image for “Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference”
September 12, 2019

Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

employee stock ownership plans

PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER  National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite members of the retirement planning profession from across the US.   Scheduled to present on Tuesday, September 17, 2019 on “The Value of Supplementary Plan Options,”  Phil Currie will discuss ways  retirement advisers and consultants can help their clients attract, retain and reward the key employees and executives who drive the success of their business, while helping those employees better save for retirement. Joining Phil in discussing the topic will be Jeff Roberts, Regional Channel Manager, ADP. “Retirement advisers,” explained Phil, “are increasingly looking at adding supplementary plan options to their practice using cash balance, nonqualified deferred compensation and employee stock ownership plans (ESOPs) as ways to increase leads and drive deeper wallet share. During our presentation, we’ll be discussing how advisers can integrate supplementary savings plans to help grow their practice while at the same time delivering additional value
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